For benefits brokers
Give every self-funded client a compliance department—without building one.
We help benefits brokers review plan documents, identify gaps, coordinate corrections, and support client conversations behind the scenes. Your team keeps the relationship; we provide the specialized compliance depth.
Expand your capabilities without adding internal headcount.
Self-funded clients bring complex plan documents, vendor agreements, filing responsibilities, and fiduciary questions. We give broker teams access to focused compliance support when they need it—without competing for the client relationship.
How we support your team
Focused compliance depth for your self-funded book.
Engage us for a single document review or as recurring compliance capacity across the book.
Plan Document Review
Review plan documents, SPDs, amendments, and related materials for gaps, inconsistencies, and unclear provisions.
Document Alignment
Compare plan terms with TPA agreements, stop-loss provisions, vendor responsibilities, and intended administration.
Renewal Support
Review changing documents and vendor terms before renewal decisions are finalized.
Client Compliance Support
Help the broker prepare for client meetings, explain findings, and coordinate next steps with vendors or counsel.
Ongoing Compliance Oversight
Provide recurring support for document updates, deadlines, and emerging issues affecting self-funded plans.
Behind-the-Scenes Expertise
Work as an extension of the broker’s team, providing specialized analysis without competing for the client relationship.
You remain the trusted advisor.
Our role is to strengthen the broker-client relationship, not replace it. We provide specialized analysis, practical findings, and support your team can bring into client conversations with confidence.
- We work behind the scenes; your team leads the client relationship.
- Findings are written to be shared with your client in your own voice.
- No solicitation of your clients; we support the work you already own.
Our process
From introduction to resolution.
- 01
Introduce
The broker brings us into an opportunity or existing client relationship.
- 02
Collect
We collect the relevant plan documents, agreements, and supporting materials through a document-sharing process agreed with you.
- 03
Review
We compare documents, identify gaps, and prioritize findings.
- 04
Resolve
We help the broker and client coordinate corrections with the appropriate TPA, vendor, or legal counsel.
Add compliance depth to your next self-funded conversation.
Tell us about your agency, client profile, and the type of support your team needs.